Account Executive - Financial Services

Are you looking for a stimulating professional environment based on autonomy and trust?

Pennylane offers you the opportunity to grow within a rapidly growing company.

Here, your expertise will directly contribute to helping entrepreneurs regain control of their finances. Discover a place where your skills will be valued and where you can shape the future of financial management.

Our Vision

Our ambition is to become the preferred financial management software for European SMEs.

We help entrepreneurs get rid of time-consuming accounting and finance tasks, while giving them access to key financial information to help them make the best decisions for their business.

At the same time, we help accounting firms by enabling them to spend less time on redundant and repetitive tasks, and more time on advising and supporting their clients.

About Pennylane

Pennylane is one of the fastest-growing FinTech companies in France, and plans to soon address the European market.

In our 6 years of existence, we have managed to:

💻 Position ourselves in the market as an innovative provider of accounting and financial management solutions

💰 Raise a total of €400 million from renowned investors, including Sequoia, the flagship Silicon Valley fund, known for supporting Google, Facebook, Airbnb, Stripe, Paypal, and many others in their early stages

👨‍👩‍👧‍👦 Grow from 7 co-founders to a team of 1000 employees, with an average rating of 4.9/5 on Glassdoor and 94% of Glassdoor reviewers would recommend PL to their loved ones!

🌍 Build an international team composed of employees from 25 different countries, with a very flexible remote work culture

🤝 Earn the trust of thousands of users and receive excellent feedback

🚀 More than 1,300,000 VSEs/SMEs and more than 8,000 accounting firms already use Pennylane in France!

Why is this role so important to us?

The business account is a central issue in Pennylane's strategy:

• For our clients: To provide the best possible service by integrating the business account directly into their management/accounting tool, ensuring they can manage their entire activity from a single tool: Pennylane

• For Pennylane: To increase the share of Financial Services in Pennylane's overall revenue.

This is why we are creating a dedicated team for this scope.

🛣️ Mission and Objectives

👀 Vision

• Convert all users into users of the Pennylane business account,

• Make financial services one of Pennylane's main growth drivers.

2026 Objectives

• Share of Financial Services in Pennylane's revenue: x2.3

• Number of integrated business account users ⇒ x1.9

2027

• Share of Financial Services in Pennylane's revenue ⇒ x2 vs 2026

• Number of integrated business account users ⇒ x2.3

2030 → Make financial services one of Pennylane's main growth drivers.

🫡 Mission

The AE Financial Services - SME team's mission is to convert Pennylane's VSE clients (0-9 employees) into holders and users of a Business Account integrated with their tool, enabling them to manage their purchases (supplier payments, expense reports, bank cards, online spending) and sales (receiving customer payments) from Pennylane.

🎯 Objective

The team's objective is based on the number of business accounts opened.

🖼️ Scope and Responsibilities

Sales

Responsible for the entire sales cycle

• Identification of priority clients;

• Contacting;

• Qualification;

• Closing.

Reporting

• Document actions in Salesforce;

• Collaborate with the Financial Services, Marketing, Ops, and Product teams;

• Contribute to the improvement of the playbook (scripts, methodologies, etc.) and the funnel;

• Contribute to process improvements.

• Reporting.

⇒ As this is a new team, the ability to identify, report, and optimize will be key to the mission's success.

🫵 Profile Sought

• Experience in SDR sales, customer success/AM (with a strong acquisition focus);

• Interest in conversion goals;

• Ability to manage a high volume of leads;

• Comfortable on the phone;

• Ability to simply explain a financial product;

• Very good organization;

• CRM rigor;

• Ability to work with internal teams and service providers;

• Ability to identify a blockage and escalate it to the right contact;

• Knowledge of the banking world is a plus.

🇫🇷 Personal Data

Pennylane processes your data to manage your application and assess your suitability for the position. If your application is unsuccessful, your data may be retained for 2 years from our last exchange or the closing of the recruitment process, in order to build and manage a candidate pool. You may object at any time and request the deletion of your data by writing to:
Our data policy

🇬🇧 Personal Data

Pennylane processes your data to manage your application and assess your suitability for the position. If your application is unsuccessful, your data may be retained for 2 years from our last exchange or the closing of the recruitment process, in order to build and manage a candidate pool. You may object at any time and request the deletion of your data by writing to Learn more

🇩🇪 Personenbezogene Daten

Pennylane verarbeitet Ihre Daten, um Ihre Bewerbung zu bearbeiten und Ihre Eignung für die Stelle zu beurteilen. Sollte Ihre Bewerbung nicht erfolgreich sein, können Ihre Daten bis zu 2 Jahre ab unserem letzten Austausch oder dem Abschluss des Rekrutierungsverfahrens gespeichert werden, um einen Kandidatenpool aufzubauen und zu verwalten. Sie können jederzeit Widerspruch einlegen und die Löschung Ihrer Daten beantragen, indem Sie an Mehr erfahren

🇪🇸 Datos personales

Pennylane trata sus datos para gestionar su candidatura y evaluar su idoneidad para el puesto. En caso de que su candidatura no sea seleccionada, sus datos podrán conservarse hasta 2 años a partir de nuestro último contacto o de la finalización del proceso de selección, con el fin de constituir y gestionar una reserva de candidatos. Puede oponerse en cualquier momento y solicitar la eliminación de sus datos escribiendo a Más información

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